Tag Archives: Dynamics

I just recently come across customer reported CRM issue related workflow view displaying on demand workflow list random manner and not displaying them in alphabetically manner.

This issue mainly hits you if you got lots of workflow related to particular entity and while trying to run specific on demand workflow you will see lots of workflow in view and needs to manually sort the list to find your workflow.

Well looking at issue it seemed really easy issue to fix, so just open relevant view and apply sort on name column and publish the changes BUT this view is called “On Demand Workflows” is not customizable and hence we have to do unsupported change to fix this issue. Following steps done to fix this issue using unsupported manner.

Step 1: first find existing view and view definition from the data base. So run following query for this.

select savedqueryid,name,fetchxml from savedquerybase where name like '%On Demand Workflows%' order by name

Please note down savedqueryid as we will be using this in next steps.

Step 2: So following is the Original FetchXML definition for this view. As can be seen there is default sort order is not defined in this definition.

After applying above changes log in to CRM and verify this view is displayed record correctly now.

****Important Notes regarding above change****
above change is unsupported so make sure you apply this change to Dev, Test environment before applying this to Live environment. Also make sure you take back up of database before doing this
change.

Like this:

Today we came across interesting problem regarding mail merge letter with regards to Dynamics CRM.

We were generating customer letter from Dynamics CRM Mail merge.

Our letter was four page letter and we had mail merge template setup and letter generated fine.

But while printing we wanted to print first page of company letter pad and other one on normal page. Well if you just print the mail merge generated letters then it consider the entire letter as one document and print them in just one print job.

So we used to get only first page of first letter on company letter page while others are printing normally which is not correct…

Well after much investigation (or should I say trial and error method) we found the solution and following steps to achieve the same..

Well this does say it security issue but still does not say which entity it is failing for..Well you can easily track this down using following query. (I.e. replace relevant privilege id as per your requirement)

select name from FilteredPrivilege
where privilegeid = 'cb4b339f-2b45-447e-bdd3-0bf4bbebc294'

As in example it shows user does not have permission to update relevant leads, we given lead update permission to relevant users and that fixed the issue!!

While looking for solution on this problem I also found few CRM Security Reports displaying all role privileges, including hidden privileges.

There are lots of existing feature in this new version of CRM, following is few brief highlights regarding the same…

1. Smooth Outlook Integration
 Ribbon UI (similar to office 2007)
 Enhanced CRM preview of any record
 Multitenant nature of outlook client (one outlook can be connect to more then one CRM organization but only one deployment will be synchronization client )
 Condition formatting (for e.g. give red colour to account if annual revenue is greater than 2M£)

2.Tab browsing for view
 This way user to browse through multiple view at the same time
 Inline visualization (create different analytical charts easily)
 Personalization of view, Remove or add any specific fields or set default view from the list of available view for any records

4.Customization
 Can be done directly from any record (of course need System Admin rights for the same)
 One entity can have multiple form and can be assigned or accessed based on security role
 More formatting option for each field/sections
 Easy to add menu items on navigation pane from form designer
 Easy to add associated views (or records) from related entity to current entity form
 Inbuilt auditing functionality

5.Integration
 Easy way to integrated external applications, websites
 Easy to integrate with SharePoint
 Easy way to build & deployment solutions (i.e. customization) from one deployment to another deployment.